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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,464 | $94,031-18.7% | $115,768-34.0% | $82,448-7.3% |
| Participation rate | 83.5% | 70.4%+13.1pp | 74.4%+9.2pp | 68.1%+15.5pp |
| Annual return | 12.60% | 20.61%-8.0pp | 100.46%-87.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $964 | $2,323-58.5% | $2,940-67.2% | $2,551-62.2% |
| Participant deferral / active EE | $4,266 | $3,972+7.4% | $4,917-13.2% | $4,139+3.1% |
| Admin fee / account holder | $10,454 | $10,249+2.0% | $12,439-16.0% | $7,234+44.5% |